The Challenge
Building on the success of the subsidiary launch (Phase 1), the parent company was ready to modernize its broader operations. While the subsidiary was a contained environment, the headquarters faced greater complexity: operating across the US, UK, and France with disconnected systems.
They relied on a legacy CRM for sales, a separate tool for inventory, and spreadsheets for finance. This fragmentation made it difficult to manage international compliance and "kitted" inventory, leaving leadership without a single source of truth for margins or project costs.
The Solution: A Robust Phase 2 Rollout
We scaled the Odoo architecture from the subsidiary model to serve as the backbone for the entire global enterprise. This rollout focused on handling international trade, complex inventory flows, and precise job costing.
What We Built
Sales & CRM: We replaced the legacy CRM to unify the flow from quote to order. We configured line-level margin visibility so reps protect profitability and implemented advanced search to locate items by vendor or competitor part numbers.
Inventory Visibility: To move from reactive to proactive management, we deployed operational dashboards (Red/Blue views). These visualize exactly what is due for shipment today versus upcoming orders, allowing the team to prioritize work before deadlines are missed.
Manufacturing (Kits): The company relies on complex kits and assemblies. We configured Odoo’s "one-step" manufacturing flow to handle these builds cleanly, ensuring components are tracked without adding unnecessary friction to the shop floor.
Finance (Global): We configured the system to manage multi-currency transactions and automated tax logic—applying VAT for UK/France entities while keeping US transactions tax-exempt.
Leveraging Odoo for Custom Workflows
Instead of relying on external apps, we utilized Odoo’s flexible development framework to extend native functionality. For example, we engineered a seamless "RFQ from Quote" workflow. This allows sales reps to trigger purchase requests directly from a customer estimate when stock is low, keeping the deal moving without switching screens or breaking the data trail.
Key Integrations
Logistics: We designed a two-way integration with FedEx and UPS. Order details flow out to the carriers, and tracking numbers write back into Odoo automatically, streamlining customer communication.
Job Costing: We enabled analytic accounting to tie every sales order and invoice to a specific job, giving Finance a clear P&L view for every project.
Why It Worked
We applied the same disciplined "Initiate to Optimize" methodology used in Phase 1 but adapted it for the larger scale. We validated complex historical data—including Bills of Materials and open POs—before migration to ensure the global "go-live" was stable and reliable.
The Result
The company has graduated from a patchwork of legacy tools to a single, unified platform. Sales teams quote with confidence, the warehouse prioritizes shipments proactively, and Finance manages three countries’ books without manual consolidation.